One of Jenny’s main roles is preparing the personal valuations that keep you up to date with how your investments are performing.

Karen is key to our effectiveness. Highly qualifi ed, she supplies the critical technical research that helps us recommend the best products from across the market.

What does she do? “Everything!” That includes arranging your meetings with Keith. Marie also scales mountains of paperwork on a daily basis.

Keith achieved top 10 status out of 4000 consultants at the Pru before founding his own successful consultancy in Bath in 1996. His passion is helping his list of personal clients to achieve their ambitions of financial independence.